Wealth Enhancement Advisory Services
BBAG icon

Wealth Enhancement Advisory Services’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BBAG Stock Details BBAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,607
Closed -$303K – 3598
2025
Q2 		$303K Sell
6,607
-199
-3% -$9.08K ﹤0.01% 2634
2025
Q1 		$314K Sell
6,806
-1,342
-16% -$61.2K ﹤0.01% 2414
2024
Q4 		$368K Buy
8,148
+795
+11% +$36.6K ﹤0.01% 2211
2024
Q3 		$348K Buy
7,353
+153
+2% +$7.13K ﹤0.01% 2073
2024
Q2 		$327K Sell
7,200
-33
-0.5% -$1.49K ﹤0.01% 1923
2024
Q1 		$332K Buy
+7,233
New +$332K ﹤0.01% 1848

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's BBAG Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2025, closing a stake of 6,607 shares — an estimated $303K sold.

Wealth Enhancement Advisory Services first reported a position in BBAG in Q1 2024 and held it in 6 quarters. The position peaked at $368K in Q4 2024. 98 funds tracked by Wall St. Rank hold BBAG as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,607 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2025, an estimated $303K.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2024 and held it in 6 quarters.
  • Wealth Enhancement Advisory Services's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $368K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.